Navis Wealth Advisors, LLC First Tr Value Line Divid Inde Transaction History
Navis Wealth Advisors, LLC
- $89.6 Million
- Q4 2024
A detailed history of Navis Wealth Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 4,653 shares of FVD stock, worth $208,454. This represents 0.23% of its overall portfolio holdings.
Number of Shares
4,653
Previous 4,653
-0.0%
Holding current value
$208,454
Previous $211,000
3.79%
% of portfolio
0.23%
Previous 0.23%
Shares
1 transactions
Others Institutions Holding FVD
# of Institutions
633Shares Held
145MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21MShares$942 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$789 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC7.35MShares$329 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.7MShares$300 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.66MShares$298 Million0.07% of portfolio